MWM
SCHV

Meridian Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Meridian Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17M Buy
177,315
+4,071
+2% +$134K 0.19% 110
2026
Q1 		$5.28M Buy
173,244
+1,505
+0.9% +$46.9K 0.19% 108
2025
Q4 		$5.09M Buy
171,739
+7,931
+5% +$232K 0.18% 107
2025
Q3 		$4.77M Sell
163,808
-172
-0.1% -$4.89K 0.18% 105
2025
Q2 		$4.54M Sell
163,980
-4,864
-3% -$128K 0.19% 109
2025
Q1 		$4.49M Buy
168,844
+5,397
+3% +$145K 0.22% 101
2024
Q4 		$4.26M Sell
163,447
-6,029
-4% -$163K 0.2% 106
2024
Q3 		$4.54M Buy
+169,476
New +$4.35M 0.22% 100
2024
Q1 		– Sell
-170,253
Closed -$3.98M – 456
2023
Q4 		$3.98M Sell
170,253
-170,181
-50% -$3.72M 0.25% 87
2023
Q3 		$7.31M Buy
340,434
+131,817
+63% +$2.96M 0.45% 45
2023
Q2 		$4.67M Buy
208,617
+3,852
+2% +$84.1K 0.39% 51
2023
Q1 		$4.48M Buy
204,765
+4,140
+2% +$92K 0.39% 52
2022
Q4 		$4.42M Sell
200,625
-7,605
-4% -$165K 0.43% 50
2022
Q3 		$4.06M Sell
208,230
-137,367
-40% -$2.96M 0.44% 45
2022
Q2 		$7.19M Buy
345,597
+324,516
+1,539% +$7.28M 0.59% 36
2022
Q1 		$502K Buy
21,081
+9,315
+79% +$221K 0.05% 244
2021
Q4 		$287K Buy
11,766
+1,449
+14% +$34.3K 0.03% 323
2021
Q3 		$232K Buy
10,317
+237
+2% +$5.48K 0.03% 357
2021
Q2 		$230K Sell
10,080
-561
-5% -$12.7K 0.03% 352
2021
Q1 		$232K Sell
10,641
-96
-0.9% -$2K 0.03% 318
2020
Q4 		$213K Buy
+10,737
New +$201K 0.03% 310
2019
Q3 		– Sell
-4,131
Closed -$773 – 427
2019
Q2 		$773 Buy
+4,131
New +$76.4K 0.03% 305

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Meridian Wealth Management's SCHV Position: Q2 2026 in Review

Meridian Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q2 2026, buying an estimated $134K and bringing the position to 177,315 shares worth $6.17M. The position accounts for 0.19% of the portfolio, ranked #110.

Meridian Wealth Management first reported a position in SCHV in Q2 2019 and has held it in 22 quarters since. The position peaked at $7.31M in Q3 2023. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Meridian Wealth Management held 177,315 shares of Schwab US Large-Cap Value ETF worth $6.17M as of Q2 2026.
  • Meridian Wealth Management bought 4,071 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $134K.
  • Schwab US Large-Cap Value ETF made up 0.19% of Meridian Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Meridian Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 22 quarters since.
  • Meridian Wealth Management's Schwab US Large-Cap Value ETF position peaked at $7.31M in Q3 2023.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.